Centennial Advisors, LLC

RIASEC RegisteredEst. 2021

Total AUM

$237M

Discretionary

$237M

100% of AUM

Avg account

$200K

Accounts

1,188

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 290778
Registered since: December 16, 2021
Website: iwanttoretirewell.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals59.31%
HNWI38.24%
Pension & Profit Sharing Plans2%
Corporations / Businesses0.44%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Centennial Advisors, LLC is an independent Registered Investment Adviser organized as an LLC and SEC-registered since 2021. The firm identifies as a capital allocator that works with both individual/family and institutional clients, charging fees by percentage of AUM and by fixed-fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers — the latter reflecting a practice of outsourcing or co-managing asset sleeves with third-party managers. Centennial also operates as an insurance broker and sells other financial products, and it holds roles such as sponsor, general partner, or managing member of pooled investment vehicles. The firm does not position itself as an active ESG investor.